Joe Hefflinger
Portefeuillebeheerder-Aandelen bij Lutz Financial Services LLC
Profiel
Dr. Joseph R.
Hefflinger is an Investment Adviser at Lutz Financial Services LLC.
He has over 15 years of relevant experience, he specializes in comprehensive financial planning and investment advisory services for professionals, business owners, and retirees.
Prior to joining Lutz Financial, he served for over six years as a Corporate Attorney at Koley Jessen and a Wealth Advisor for three years at SilverStone Group.
Dr. Hefflinger holds a BS in Economics from the Santa Clara University, Santa Clara, CA and earned his Juris Doctor from the Creighton University School of Law, Omaha, NE.
He is a Certified Financial Planner, a Member of Financial Planning Association, Society of Financial Service Professionals, Nebraska State Bar Association, Omaha Bar Association and Omaha Estate Planning Council.
Actieve functies van Joe Hefflinger
| Bedrijven | Functie | Begin |
|---|---|---|
Lutz Financial Services LLC
 Lutz Financial Services LLC Investment ManagersFinance Lutz Financial Services LLC (Lutz Financial) is a SEC-registered investment advisor and wealth management firm headquartered in Omaha, Nebraska. The firm was founded by James Boulay in 2000 and is a subsidiary of Ectart LLC. Lutz Financial provides discretionary or non-discretionary investment advisory services to individuals, high net-worth individuals, retirement plans, charitable organizations, and business entities. | Portefeuillebeheerder-Aandelen | 01-01-2015 |
Opleiding van Joe Hefflinger
| Santa Clara University | Undergraduate Degree |
| Creighton University School of Law | Graduate Degree |
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| Bedrijven in privébezit | 1 |
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Lutz Financial Services LLC
Lutz Financial Services LLC Investment ManagersFinance Lutz Financial Services LLC (Lutz Financial) is a SEC-registered investment advisor and wealth management firm headquartered in Omaha, Nebraska. The firm was founded by James Boulay in 2000 and is a subsidiary of Ectart LLC. Lutz Financial provides discretionary or non-discretionary investment advisory services to individuals, high net-worth individuals, retirement plans, charitable organizations, and business entities. | Finance |
